13F Pro

Hedge Funds Similar to Alpha Advisors, /VA

13F Portfolio OverlapQ1 2026Alpha Advisors, /VA portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Alpha Advisors, LLC/VA is an institutional investor managing $127M across 47 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Alpha Advisors, /VA are Wealth Alliance,, Entruity Wealth,, Guild Investment ,, with shared positions in $PHYS, $PSLV, $DIA, $GE, $WFC, $DELL. The full ranking of 25 similar funds is below.

#1Capital Wealth Alliance, LLCActive
Substantial overlap · 4 shared positions
$PHYS$PSLV$DIA$GE
$221M
93 positions
#2Entruity Wealth, LLCActive
Notable overlap · 3 shared positions
$PHYS$PSLV$WFC
$147M
46 positions
#3Guild Investment Management, Inc.Active
Notable overlap · 3 shared positions
$PHYS$DELL$PSLV
$140M
47 positions
#4FULCRUM WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$PHYS$PSLV$GE
$121M
72 positions
#5Lauterbach Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$NKE$WFC$GE$GEV
$205M
79 positions
#6DOPKINS WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$NKE$GE$GEV
$249M
92 positions
#7Parkwoods Wealth Partners, LLCActive
Notable overlap · 3 shared positions
$NKE$GE$GEV
$408M
111 positions
#8Beaird Harris Wealth Management, LLCActive
Notable overlap · 3 shared positions
$NKE$PHYS$PSLV
$1.5B
686 positions
#9Hill Investment Group Partners, LLCSmart money
Notable overlap · 3 shared positions
$NKE$LMT$GMM
$906M
50 positions
#10JACKSON THORNTON WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$NKE$LMT$GE
$1.1B
286 positions
#11PINNEY & SCOFIELD, INC.Active
Notable overlap · 3 shared positions
$NKE$GE$GEV
$185M
243 positions
#12SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Notable overlap · 3 shared positions
$PHYS$WFC$PSLV
$482M
173 positions
#13Hurley Capital, LLCPassive
Notable overlap · 4 shared positions
$PSLV$PHYS$GMM$LMT
$187M
673 positions
#14October Effect LtdPassive
Notable overlap · 5 shared positions
$PSLV$GMM$GE$LMT$GEV
$87M
64 positions
#15Strategic Financial Services, Inc.Smart money
Notable overlap · 3 shared positions
$NKE$GE$GEV
$2.1B
152 positions
#16Clarity Asset Management, Inc.Passive
Notable overlap · 3 shared positions
$NKE$WFC$GE
$198M
290 positions
#17Foster Group, Inc.Active
Notable overlap · 3 shared positions
$NKE$DIA$WFC
$3.4B
284 positions
#18HC Advisors, LLCActive
Some overlap · 5 shared positions
$PSLV$PHYS$GE$WFC$GEV
$149M
60 positions
#19MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$PHYS$LMT$GMM
$144M
99 positions
#20IMC-Chicago, LLCPassive
Some overlap · 5 shared positions
$PSLV$PHYS$WFC$NKE$DIA
$278.4B
5,950 positions
#21Tradewinds Capital Management, LLCActive
Some overlap · 3 shared positions
$PSLV$GMM$WFC
$504M
719 positions
#22TCP Asset Management, LLCActive
Some overlap · 3 shared positions
$PHYS$GMM$DIA
$778M
133 positions
#23TOBIAS FINANCIAL ADVISORS, INC.Active
Some overlap · 3 shared positions
$NKE$GMM$DIA
$718M
143 positions
#24Schubert & CoActive
Some overlap · 3 shared positions
$NKE$GE$GEV
$123M
69 positions
#25MARKET STREET WEALTH MANAGEMENT ADVISORS LLCActive
Some overlap · 3 shared positions
$NKE$GE$GEV
$634M
106 positions

Compare Alpha Advisors, /VA’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Alpha Advisors, /VA’s holdings

Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.